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Accounts

By clicking Security Management > Accounts from your dashboard, you will see the user login accounts. These accounts manage user access to your website. Before adding a new user, check to make sure that person is not already in the system.


There are various types of authentication in Campus Suite. Based on the type of authentication, these accounts work differently. For example, if you are using simple user authentication (where the user only needs to enter their email address and password to login) then these accounts are added and managed to govern this access. Another form of authentication is SSO (Single Sign-On). Campus Suite partners with Clever to provide this authentication. Using Clever, the accounts listed here must be present for Clever to authenticate against. The benefit to the end-user is that they don't have to use yet another set of credentials to login to your website. They can use their SIS credentials or the ones that your organization synchronizes up to Clever. Clever is free for schools and easy to get set up. Contact support for more details or to start the process.



Adding and managing user accounts

Before adding a new user account, search to make sure that person doesn't exist yet. Often, an existing publisher may request an administrator to get them access to a new area of the website. In this case, you would want to edit the current user, granting them access to the new area. Having multiple user accounts can lead to conflicts.


No matter the type of authentication you use, the user accounts are used to limit a person's access to certain areas, and gives them certain abilities around the site based on their permissions. These permissions are governed using Groups and Roles.


  • How do I add an User Account?
    To add an account, click on Accounts and then the green +Create in the upper right hand corner. Fill out the following info; Email, Display Name and Password. BE SURE TO ADD A COMPLEX PASSWORD. See this article on password security. Hacking is at an all-time high!
    Remember to verify that the User is not already in the system. If duplicate accounts exist for a user, it may cause conflicts.






  • How do I edit an User Account?
    To edit an account click on the Pencil icon to the right of the proper account.


  • How do I reset a password?
    To reset a person's password click on the Spinning Arrow icon to the right of the the proper account.

    Note: If you are using Clever to log in, you will not be able to reset your password in Campus Suite.

  • How do I add a Role to an Account?
    Navigate to the proper account under Accounts and click on the Person icon to the right of it or do a search for the User in the search function located at the top of the screen.  Select the Role that you want to assign to the the account, the Department the role should be associated with, the Inheritance of the role and finally Apply. The inheritances that are available are the following;
    • Single Department - The role is associated with the Department that you chose but not any sub-departments that are located inside of it.

    • All Sub-departments only - The role is associated with all of the sub-departments of the Department that you chose.

    • Single Department and all Sub-departments only - The role is associated with the department and all of the sub-departments of the Department that you chose.

  • How do I add a Group to an Account?
    Navigate to the proper account under Accounts and click on the Group icon to the right of it or do a search for the User in the search function located at the top of the screen.  Select the Group that you want to assign to the the account and finally Apply.

  • How do I Deactivate/Activate an Account?
    To Activate/Deactivate an account, navigate to the proper account under Accounts and click on the Lock icon located to the right of it.

  • How do I impersonate another Account?
    See the following article, Impersonate.

  • What does the vertical color bar to the left of an account mean?
    On the left side of the an account you will see a vertical bar, normally this will be grey. If the vertical bar is green it means that the account is a Super User. But if the bar is red it means that the account has been deactivated.






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Groups and Roles

From your dashboard, under Security Management you will see Groups and Roles. You can apply roles to both groups and users. Users can be members of groups that have roles applied to them. Don't worry too much yet about keeping track of all this, just know that this methodology allows you to really dial in permissions and restrict certain people, and even groups of people. As you manage your new Campus Suite website, you will reveal certain things you want to open up, or restrict access to. Our support team is here to either answer your questions, or even help you set up special security roles that work best for your organization.


  • What are Groups?
    If you have multiple users, especially ones who need similar access requirements, it would be cumbersome to assign the departments to each user individually. This is where groups come in handy. In Campus Suite, it is possible to create groups that have with them access privileges to specified departments in your system. In short, you can define in these groups what departments should be accessible to the users who belong to that group. This keeps you from having to go in for each user and make the needed associations between them and the departments.

  • How do I create a new Group?
    To create a new Group go to Security Management in the side navigation on the dashboard and select Groups. In the upper right hand corner is a green +CREATE. Click on that and enter the title of the new group.






  • How do I edit  a Group?
    While in the Groups menu, click on Pencil icon to the right of the Group that you would like to edit.


  • How do I edit a Group (Adding and removing people)? 
    While on the dashboard, click on Security Management in the side navigation and select Groups.  Click on the Silhouette icon to the right of the group you would like to associate people with and choose the people that you would like to be part of the group and click save.

  • How do I assign a role to a Group?
    Select Groups under Security Management in the side navigation. To the right of the group you would like to associate a role to, click on the Person Icon to the left of the trash can. Enable the roles you would like to assign to the group and click save.

  • How do I delete a Group? 
    Go to Security Management in the side navigation on the dashboard and select Groups. Click on the Trashcan icon to the right of the group you would like to delete. Confirm that you would like to delete the group and click Ok. Once deleted, a group is gone and cannot be recovered and will have to be manually rebuilt.




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Roles

  • What is a Role?
    Use Roles to set permissions to actions in Campus Suite. Some examples include; fully manage websites, manage imports, manage redirects, manage iCal syncs, manage drafting workflows, manage security groups, etc. Campus Suite is always adding new roles as new features roll out. Being able to create roles and apply them to groups or individuals streamlines the way an administrator can granularly manage the permissions and access to many people.

  • How do I create a new Role?
    To create a new Role go to Security Management in the side navigation on the dashboard and select Roles. In the upper right hand corner is a green +CREATE. Click on that and enter the title of the new group.



  • How do I edit  a Role?
    While in the roles list, click on Pencil icon to the right of the Role that you would like to edit.

  • How do I edit the Permissions in a Role?
    While in the roles list, click on the Bulleted List icon to the right of the Role you would like to edit the permissions for.

  • What does each of the permissions allow?

    Each of the permissions gives the ability for a Role to do certain things in Campus Suite. Allowing Admin to create roles to do specific things for example, a calendar manager who is allows to manage the data for calendar modules and manage iCal syncs. Below you will find a list of the permissions that can be assigned to a Role and a short description of each. 

    • Fully manage websites - Allows a user to manage and edit websites
    • Fully manage intranets - Allows a user to manage and edit intranets
    • Permission for Campus Suite testing purposes
    • Manage files - Allows a user to upload and manage files in Campus Suite.
    • Manage locks on data in the system - Allows a user to view and use the Locks menu under Site Settings.
    • Allow full management of a user's people profiles - Allows a user to create and manage user's profiles. 
    • Manage data for Alert modules - Allows a user to create, edit, move and delete Alerts.
    • Manage data for Calendar modules - Allows a user to create, edit, move and delete Calendar Events.
    • Manage data for News modules - Allows a user to create, edit, move and delete News Articles.
    • Manage data for People modules - Allows a user to create, edit, move and delete People.
    • Manage data for Snippet modules Allows a user to create, edit, move and delete Shared Content.
    • Manage redirects -Allows a user to view and use the Redirects menu under Site Settings.
    • View system statistical usage data
    • Manage system-defined tags - Allows a user to see the Tags menu under Site Settings where they can create and manage tags.
    • Manage themes - Allows a user to see the Themes menu under Themes & Layouts where they can edit the themes of their website.
    • Fully manage notifications data - Allows a user to create and manage notifications. 
    • Manage security groups - Allows a user to view and use the Groups menu under Security Management.
    • Manage web department navigation - Allows a user to edit and manage the side navigation of departments through the navigation editor.
    • Fully manage any personal sites - Allows a user to manage personal sites. 
    • Manage domains - Allows a user to view and use the Domain Configuration menu under Site Settings.
    • Manage imports - Allows a user to view and use the Imports menu under Site Settings.
    • View system log data
    • Allow personal sites - Allows a user to create and edit a personal site. 
    • Fully manage data of any module type - Allows a user to manage the data of any module. 
    • Manage data for Blog modules - Allows a user to create, edit, move and delete Blog Posts.
    • Manage data for Gallery modules - Allows a user to create, edit, move and delete Galleries.
    • Manage data for Page modules - Allows a user to create, edit, move and delete Pages.
    • Manage data for Question modules - Allows a user to create, edit, move and delete Questions.
    • Manage process checklist - Allows a user to view and use the Process Checklist while developing the website.
    • Manage siteplans - Allows a user to view and use the Site Builder menu in the side navigation.
    • Manage iCal syncs - Allows a user to create and update iCal syncs.
    • Manage global/universal Campus Suite account information
    • Manage drafting workflows - Allows a user to view and use the Workflows menu under Site Settings.
    • Manage user accounts - Allows a user to view and use the Accounts menu under Security Management.
    • Manage security roles - Allows a user to view and use the Roles menu under Security Management.

  • How do I delete a Role? 
    Go to Security Management in the side navigation on the dashboard and select Roles. To the right of the role you would like to delete, click on the Trashcan Icon. Confirm that you would like to delete the role and click Ok. Once deleted, a Role is gone and cannot be recovered.




User Accounts vs. User profiles

Do not confuse user account logins with user profiles. User profiles comprise your organization's  directory listings. User accounts and user profiles are two separate entities representing the same person in your organization. User profiles are managed under the People tab at the top of each department. So for example, to see all of the 6th grade math teachers, you might look under the People filter under the Academics department. Here, you can click a person's name to edit their profile data. They are also able to access and edit their profile data.




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